Client Log

[astroroxy]

A log for all actions done by client.

When you open the clients page, maybe have a side link for the log.

In there you can see every thing the client has done, including edit info, cancellation request, payment, login, etc.

[Michael]

A log for all actions done by client.

When you open the clients page, maybe have a side link for the log.

In there you can see every thing the client has done, including edit info, cancellation request, payment, login, etc.

That's coming soon that I know of, there's going to be a log of what the client changes in their information  haha

[astroroxy]

The important thing for me is cancellation request.

I had someone say that they did a cancellation, and it kept sending them invoice reminders.

[Tyson]

I'm not aware of any pending tasks that would add logging of actions performed by clients.

 

Invoice reminders may still be sent based on your payment due notices' settings if the invoice is not paid. Cancelling a service won't suddenly void an open invoice, so they'd still be on the hook for whatever is still due.

[Michael]

The important thing for me is cancellation request.

I had someone say that they did a cancellation, and it kept sending them invoice reminders.

 

They have to hit cancel at end of term before they are given a invoice. We check every invoice in the billing tab and monitor if they are paid. if they aren't paid we then check to see if they have a service and void it.